Wellesley Investment Partners’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $583K | Sell |
10,164
-1,921
| -16% | -$110K | 0.2% | 56 |
|
|
2020
Q2 | $617K | Sell |
12,085
-2,592
| -18% | -$132K | 0.22% | 50 |
|
|
2020
Q1 | $735K | Sell |
14,677
-1,364
| -9% | -$68.3K | 0.29% | 41 |
|
|
2019
Q4 | $883K | Buy |
16,041
+2,035
| +15% | +$112K | 0.27% | 51 |
|
|
2019
Q3 | $775K | Buy |
14,006
+479
| +4% | +$26.5K | 0.25% | 52 |
|
|
2019
Q2 | $729K | Sell |
13,527
-3,457
| -20% | -$186K | 0.25% | 56 |
|
|
2019
Q1 | $847K | Sell |
16,984
-1,611
| -9% | -$80.3K | 0.29% | 59 |
|
|
2018
Q4 | $744K | Sell |
18,595
-501
| -3% | -$20K | 0.26% | 64 |
|
|
2018
Q3 | $820K | Buy |
19,096
+890
| +5% | +$38.2K | 0.27% | 67 |
|
|
2018
Q2 | $746K | Buy |
18,206
+802
| +5% | +$32.9K | 0.26% | 68 |
|
|
2018
Q1 | $726K | Buy |
17,404
+1,382
| +9% | +$57.7K | 0.26% | 65 |
|
|
2017
Q4 | $685K | Buy |
16,022
+2,109
| +15% | +$90.2K | 0.26% | 68 |
|
|
2017
Q3 | $565K | Buy |
+13,913
| New | +$565K | 0.23% | 75 |
|